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To: If only I'd held who wrote (2303)7/3/2000 12:24:28 PM
From: If only I'd held  Read Replies (1) | Respond to of 3326
 
Trdrs: Consider let First Buttston sell PRCS in the teens if he wants out so bad.



To: If only I'd held who wrote (2303)7/3/2000 12:26:03 PM
From: Marq Spencer  Read Replies (3) | Respond to of 3326
 
Greg,

Shorted ORCL @80-1/16. My first short ever. Here's the reasoning:

1. Trailing PE at 120! Price to sales 22!
2. Revenue growth around only 15%.
3. Ray Lane (pres and COO) resigns on Friday after close.
4. Stock has made a lower high (90 in late March, 87 in late June).
5. Summer tech doldrums ahead.

I expect to cover at $60 within the next 60 days.

- Marq.



To: If only I'd held who wrote (2303)7/3/2000 4:42:23 PM
From: johnsto1  Respond to of 3326
 
VRGE looks perty frightning with that 3.5 float and csfb...we know what that means.



To: If only I'd held who wrote (2303)7/3/2000 4:46:43 PM
From: Frederick Langford  Respond to of 3326
 
Was unable to post earlier, but add my name to the VRGE fan club <G>

Fred